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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $275M | +$49M | +22% | 1.42% | 17.7% | 401 | 22.94% | 2.1 |
|
| 4202 |
4202
Wind River Trust Company
Jackson,
Wyoming
| $275M | +$6.5M | +2% | 6.62% | 62.1% | 10 | 0% | 6.5 |
|
| 4203 |
4203
Wittenberg Investment Management
Carlisle,
Massachusetts
| $275M | +$15.2M | +6% | 7.9% | 89.9% | 80 | 6.25% | 3.6 |
|
| 4204 |
4204
Old Mission Investment Co
Traverse City,
Michigan
| $275M | +$28.2M | +11% | 8.55% | 82% | 113 | 7.96% | 1.6 |
|
| 4205 |
4205
Affinity Asset Advisors
New York
| $275M | -$121M | -30% | 1.53% | 1,487% | 87 | 52.87% | 0.5 |
|
| 4206 |
4206
Searle & Co
Greenwich,
Connecticut
| $275M | +$30.7M | +13% | 11.8% | 108% | 162 | 9.88% | 3.4 |
|
| 4207 |
4207
Cutler Capital Management
Worcester,
Massachusetts
| $275M | +$10M | +4% | 3.56% | 39.7% | 118 | 23.73% | 2.4 |
|
| 4208 |
ARIS
4208
Advanced Research Investment Solutions
Los Angeles,
California
| $275M | +$79.6M | +41% | 9.99% | 13.1% | 228 | 54.82% | 0.5 |
|
| 4209 |
4209
Harbor Capital Advisors
Chicago,
Illinois
| $275M | – | – | 1.8% | 128% | 92 | – | 0 |
|
| 4210 |
4210
UBP Investment Advisors
Geneva,
Switzerland
| $275M | +$16.8M | +7% | 1.64% | 11.2% | 108 | 14.81% | 1.6 |
|
| 4211 |
4211
Somerset Trust
Somerset,
Pennsylvania
| $274M | +$29.4M | +12% | 12.4% | 80.5% | 149 | 10.07% | 4.1 |
|
| 4212 |
FAP
4212
Financial Advisory Partners
Winter Park,
Florida
| $274M | – | – | 8.54% | 52.9% | 72 | – | 0 |
|
| 4213 |
4213
Sozo Ventures GP II
Redwood City,
California
| $274M | – | – | 10.9% | 8.44% | 1 | – | 0 |
|
| 4214 |
4214
Covalis Capital
London,
United Kingdom
| $274M | -$159M | -37% | 1.2% | 37.9% | 137 | 49.64% | 0.4 |
|
| 4215 |
4215
Beaird Harris Wealth Management
Dallas,
Texas
| $274M | – | – | 3.8% | 41.3% | 686 | – | 0 |
|
| 4216 |
4216
Fermata Advisors
Sonoma,
California
| $273M | +$46.7M | +21% | 5.67% | 58.3% | 197 | 18.27% | 0.5 |
|
| 4217 |
4217
Adelphi Capital
London,
United Kingdom
| $273M | -$70M | -20% | 8.87% | – | 2 | 0% | 4.6 |
|
| 4218 |
4218
Arjuna Capital
Durham,
North Carolina
| $273M | +$27M | +11% | 13.6% | 118% | 113 | 17.7% | 2 |
|
| 4219 |
4219
Leonard Rickey Investment Advisors
Yakima,
Washington
| $273M | +$34.7M | +15% | 5.73% | 60.4% | 77 | 12.99% | 2.4 |
|
| 4220 |
4220
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $273M | – | – | 8.22% | 40.8% | 2 | – | 0 |
|
| 4221 |
4221
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $273M | +$22.5M | +9% | 8.56% | – | 138 | 11.59% | 2.7 |
|
| 4222 |
4222
WT Wealth Management
Scottsdale,
Arizona
| $273M | +$13.1M | +5% | 5.13% | 72% | 133 | 15.79% | 1.4 |
|
| 4223 |
4223
Retirement Capital Strategies
San Jose,
California
| $272M | +$11.7M | +4% | 5.79% | 59% | 89 | 35.96% | 1.9 |
|
| 4224 |
4224
West Oak Capital
Westlake Village,
California
| $272M | +$14.1M | +5% | 8.99% | 110% | 418 | 16.75% | 4.1 |
|
| 4225 |
4225
NWK Group
San Francisco,
California
| $272M | +$19.7M | +8% | 9.29% | 268% | 92 | 17.39% | 1.5 |
|